{"id":25753,"date":"2026-06-22T14:41:28","date_gmt":"2026-06-22T11:41:28","guid":{"rendered":"https:\/\/www.profilesw.com\/?post_type=insight&#038;p=25753"},"modified":"2026-08-06T12:19:55","modified_gmt":"2026-08-06T09:19:55","slug":"q2-2026-digital-wealth-management-forrester-report","status":"publish","type":"insight","link":"https:\/\/www.profilesw.com\/el\/insights\/q2-2026-digital-wealth-management-forrester-report\/","title":{"rendered":"Forrester Report: Digital Wealth Management Platforms Landscape, Q2 2026"},"content":{"rendered":"<p><strong>\u0397 <\/strong><strong>\u03b5\u03c4\u03b1\u03b9\u03c1\u03b5\u03af\u03b1 Profile <\/strong><strong>\u03c3\u03c5\u03bc\u03c0\u03b5\u03c1\u03b9\u03bb\u03b1\u03bc\u03b2\u03ac\u03bd\u03b5\u03c4\u03b1\u03b9 <\/strong><strong>\u03b3\u03b9\u03b1 <\/strong><strong>\u03b1\u03ba\u03cc\u03bc\u03b1 <\/strong><strong>\u03bc\u03b9\u03b1 \u03c6\u03bf\u03c1\u03ac \u03c3\u03c4\u03b7\u03bd \u03ad\u03ba\u03b8\u03b5\u03c3\u03b7 <\/strong><strong>\u03c4\u03b7\u03c2 \u00a0Forrester&#8217;s The Digital Wealth Management Platforms Landscape, Q2 2026<\/strong><\/p>\n<p>\u0397 Profile \u03c3\u03c5\u03bc\u03c0\u03b5\u03c1\u03b9\u03bb\u03b1\u03bc\u03b2\u03ac\u03bd\u03b5\u03c4\u03b1\u03b9 \u03c3\u03c4\u03bf report \u03c4\u03b7\u03c2 Forrester&#8217;s The Digital Wealth Management Platforms Landscape, Q2 2026, \u03b1\u03bd\u03ac\u03bc\u03b5\u03c3\u03b1 \u03c3\u03c4\u03bf\u03c5\u03c2 23 \u03ba\u03bf\u03c1\u03c5\u03c6\u03b1\u03af\u03bf\u03c5\u03c2 \u03b4\u03b9\u03b5\u03b8\u03bd\u03b5\u03af\u03c2 \u03c0\u03c1\u03bf\u03bc\u03b7\u03b8\u03b5\u03c5\u03c4\u03ad\u03c2 \u03c0\u03bb\u03b1\u03c4\u03c6\u03bf\u03c1\u03bc\u03ce\u03bd \u03b4\u03b9\u03b1\u03c7\u03b5\u03af\u03c1\u03b9\u03c3\u03b7\u03c2 \u03b5\u03c0\u03b5\u03bd\u03b4\u03cd\u03c3\u03b5\u03c9\u03bd. H \u03b4\u03b9\u03b1\u03c1\u03ba\u03ae\u03c2 \u03c3\u03c5\u03bc\u03bc\u03b5\u03c4\u03bf\u03c7\u03ae \u03c4\u03b7\u03c2 \u03b5\u03c4\u03b1\u03b9\u03c1\u03b5\u03af\u03b1\u03c2 \u03c3\u03c4\u03b1 \u03b4\u03b9\u03b5\u03b8\u03bd\u03ae reports \u03b5\u03bd\u03b9\u03c3\u03c7\u03cd\u03b5\u03b9 \u03c4\u03b7\u03bd \u03c0\u03c1\u03bf\u03c3\u03ae\u03bb\u03c9\u03c3\u03b7 \u03c4\u03b7\u03c2 \u03bd\u03b1 \u03b1\u03bd\u03b1\u03c0\u03c4\u03cd\u03c3\u03c3\u03b5\u03b9 \u03ba\u03b1\u03b9\u03bd\u03bf\u03c4\u03cc\u03bc\u03b1 \u03c3\u03c5\u03c3\u03c4\u03ae\u03bc\u03b1\u03c4\u03b1 \u03ba\u03b1\u03b9 \u03bb\u03cd\u03c3\u03b5\u03b9\u03c2 \u03c0\u03bf\u03c5 \u03b5\u03c0\u03b9\u03c4\u03c1\u03ad\u03c0\u03bf\u03c5\u03bd \u03c3\u03c4\u03b9\u03c2 \u03b5\u03c4\u03b1\u03b9\u03c1\u03b5\u03af\u03b5\u03c2 \u03b4\u03b9\u03b1\u03c7\u03b5\u03af\u03c1\u03b9\u03c3\u03b7\u03c2 \u03b5\u03c0\u03b5\u03bd\u03b4\u03cd\u03c3\u03b5\u03c9\u03bd \u03bd\u03b1 \u03b2\u03b5\u03bb\u03c4\u03b9\u03ce\u03bd\u03bf\u03c5\u03bd \u03ba\u03b1\u03b9 \u03bd\u03b1 \u03b5\u03be\u03b5\u03bb\u03af\u03c3\u03c3\u03bf\u03c5\u03bd \u03c4\u03b9\u03c2 \u03c5\u03c0\u03bf\u03b4\u03bf\u03bc\u03ad\u03c2 \u03c4\u03bf\u03c5\u03c2 \u03c3\u03b5 \u03bc\u03b9\u03b1 \u03bf\u03bb\u03bf\u03ad\u03bd\u03b1 \u03c0\u03b9\u03bf \u03b1\u03bd\u03c4\u03b1\u03b3\u03c9\u03bd\u03b9\u03c3\u03c4\u03b9\u03ba\u03ae \u03ba\u03b1\u03b9 \u03bc\u03b5\u03c4\u03b1\u03b2\u03b1\u03bb\u03bb\u03cc\u03bc\u03b5\u03bd\u03b7 \u03b1\u03b3\u03bf\u03c1\u03ac.<\/p>\n<p>\u0397 Profile \u03c0\u03ad\u03c4\u03c5\u03c7\u03b5 \u03c4\u03b9\u03c2 \u03c5\u03c8\u03b7\u03bb\u03cc\u03c4\u03b5\u03c1\u03b5\u03c2 \u03b2\u03b1\u03b8\u03bc\u03bf\u03bb\u03bf\u03b3\u03af\u03b5\u03c2 \u03bb\u03b5\u03b9\u03c4\u03bf\u03c5\u03c1\u03b3\u03b9\u03ba\u03cc\u03c4\u03b7\u03c4\u03b1\u03c2 \u03c3\u03b5 \u03c4\u03bf\u03bc\u03b5\u03af\u03c2 \u03c0\u03bf\u03c5 \u03b1\u03c0\u03bf\u03c4\u03b5\u03bb\u03bf\u03cd\u03bd \u03b2\u03b1\u03c3\u03b9\u03ba\u03ad\u03c2 \u03c0\u03c1\u03bf\u03c4\u03b5\u03c1\u03b1\u03b9\u03cc\u03c4\u03b7\u03c4\u03b5\u03c2 \u03b3\u03b9\u03b1 \u03b5\u03c4\u03b1\u03b9\u03c1\u03b5\u03af\u03b5\u03c2 \u03b4\u03b9\u03b1\u03c7\u03b5\u03af\u03c1\u03b9\u03c3\u03b7\u03c2 \u03b5\u03c0\u03b5\u03bd\u03b4\u03cd\u03c3\u03b5\u03c9\u03bd\u00a0 \u03cc\u03c0\u03c9\u03c2:<\/p>\n<ul>\n<li>\u0391\u03c5\u03c4\u03bf\u03bc\u03b1\u03c4\u03bf\u03c0\u03bf\u03af\u03b7\u03c3\u03b7 \u03bc\u03ad\u03c3\u03c9 Agentic AI<\/li>\n<li>\u03a0\u03c1\u03bf\u03c3\u03c9\u03c0\u03bf\u03c0\u03bf\u03b9\u03b7\u03bc\u03ad\u03bd\u03b7 \u03c0\u03c1\u03cc\u03c3\u03b2\u03b1\u03c3\u03b7 \u03c0\u03b5\u03bb\u03b1\u03c4\u03ce\u03bd<\/li>\n<li>\u03a3\u03c4\u03b1\u03c4\u03b9\u03c3\u03c4\u03b9\u03ba\u03ac \u03ba\u03b1\u03b9 \u03b1\u03bd\u03b1\u03bb\u03cd\u03c3\u03b5\u03b9\u03c2 \u03c7\u03b1\u03c1\u03c4\u03bf\u03c6\u03c5\u03bb\u03b1\u03ba\u03af\u03bf\u03c5 \u03ba\u03b1\u03b8\u03ce\u03c2 \u03ba\u03b1\u03b9 \u03c0\u03af\u03bd\u03b1\u03ba\u03b5\u03c2 \u03b5\u03bb\u03ad\u03b3\u03c7\u03bf\u03c5<\/li>\n<\/ul>\n<p>\u039f\u03b9 \u03bb\u03cd\u03c3\u03b5\u03b9\u03c2 wealth management \u03c4\u03b7\u03c2 Profile \u03b2\u03b1\u03c3\u03af\u03b6\u03bf\u03bd\u03c4\u03b1\u03b9 \u03c3\u03c4\u03b7\u03bd \u03c0\u03bf\u03bb\u03c5\u03b5\u03c4\u03b7 \u03b5\u03bc\u03c0\u03b5\u03b9\u03c1\u03af\u03b1\u03c2 \u03c3\u03c4\u03bf\u03bd \u03ba\u03bb\u03ac\u03b4\u03bf \u03c3\u03b5 \u03ba\u03bf\u03c1\u03c5\u03c6\u03b1\u03af\u03b5\u03c2 \u03b8\u03ad\u03c3\u03b5\u03b9\u03c2 \u03b1\u03be\u03b9\u03bf\u03bb\u03cc\u03b3\u03b7\u03c3\u03b7\u03c2, \u03c0\u03c1\u03bf\u03c3\u03c6\u03ad\u03c1\u03bf\u03bd\u03c4\u03b1\u03c2 \u03c0\u03c1\u03bf\u03b7\u03b3\u03bc\u03ad\u03bd\u03b5\u03c2 \u03b4\u03c5\u03bd\u03b1\u03c4\u03cc\u03c4\u03b7\u03c4\u03b5\u03c2 \u03c3\u03c4\u03b7 \u03c3\u03c5\u03bc\u03bc\u03cc\u03c1\u03c6\u03c9\u03c3\u03b7, \u03c4\u03b7\u03bd \u03b5\u03be\u03c5\u03c0\u03b7\u03c1\u03ad\u03c4\u03b7\u03c3\u03b7 \u03c0\u03b5\u03bb\u03b1\u03c4\u03ce\u03bd \u03ba\u03b1\u03b9 \u03c4\u03b7\u03bd \u03b5\u03c0\u03b9\u03c7\u03b5\u03b9\u03c1\u03b7\u03c3\u03b9\u03b1\u03ba\u03ae \u03b1\u03c0\u03bf\u03b4\u03bf\u03c4\u03b9\u03ba\u03cc\u03c4\u03b7\u03c4\u03b1 \u2014 \u03c4\u03bf\u03bc\u03b5\u03af\u03c2 \u03c0\u03bf\u03c5 \u03b5\u03c5\u03b8\u03c5\u03b3\u03c1\u03b1\u03bc\u03bc\u03af\u03b6\u03bf\u03bd\u03c4\u03b1\u03b9 \u03c3\u03c4\u03b5\u03bd\u03ac \u03bc\u03b5 \u03b1\u03c1\u03ba\u03b5\u03c4\u03bf\u03cd\u03c2 \u03b1\u03c0\u03cc \u03c4\u03bf\u03c5\u03c2 \u03b2\u03b1\u03c3\u03b9\u03ba\u03bf\u03cd\u03c2 \u03c0\u03c5\u03bb\u03ce\u03bd\u03b5\u03c2 \u03bb\u03b5\u03b9\u03c4\u03bf\u03c5\u03c1\u03b3\u03b9\u03ba\u03cc\u03c4\u03b7\u03c4\u03b1\u03c2 \u03c0\u03bf\u03c5 \u03b5\u03be\u03b5\u03c4\u03ac\u03b6\u03bf\u03bd\u03c4\u03b1\u03b9 \u03c3\u03c4\u03b7\u03bd \u03ad\u03ba\u03b8\u03b5\u03c3\u03b7.<\/p>\n<p>\u03a3\u03cd\u03bc\u03c6\u03c9\u03bd\u03b1 \u03bc\u03b5 \u03c4\u03b7 Forrester, \u00ab\u03a4\u03b1 \u03c3\u03c4\u03b5\u03bb\u03ad\u03c7\u03b7 \u03b5\u03c0\u03b9\u03c7\u03b5\u03b9\u03c1\u03ae\u03c3\u03b5\u03c9\u03bd \u03ba\u03b1\u03b9 \u03c4\u03b5\u03c7\u03bd\u03bf\u03bb\u03bf\u03b3\u03af\u03b1\u03c2 \u03c3\u03c4\u03bf\u03bd \u03c4\u03bf\u03bc\u03ad\u03b1 \u03c4\u03b7\u03c2 \u03b4\u03b9\u03b1\u03c7\u03b5\u03af\u03c1\u03b9\u03c3\u03b7\u03c2 \u03b5\u03c0\u03b5\u03bd\u03b4\u03cd\u03c3\u03b5\u03c9\u03bd \u03bc\u03c0\u03bf\u03c1\u03bf\u03cd\u03bd \u03bd\u03b1 \u03c7\u03c1\u03b7\u03c3\u03b9\u03bc\u03bf\u03c0\u03bf\u03b9\u03ae\u03c3\u03bf\u03c5\u03bd \u03b1\u03c5\u03c4\u03ae \u03c4\u03b7\u03bd \u03ad\u03ba\u03b8\u03b5\u03c3\u03b7 \u03b3\u03b9\u03b1 \u03bd\u03b1 \u03ba\u03b1\u03c4\u03b1\u03bd\u03bf\u03ae\u03c3\u03bf\u03c5\u03bd \u03c4\u03b7\u03bd \u03b1\u03be\u03af\u03b1 \u03c0\u03bf\u03c5 \u03bc\u03c0\u03bf\u03c1\u03bf\u03cd\u03bd \u03bd\u03b1 \u03b1\u03c0\u03bf\u03ba\u03bf\u03bc\u03af\u03c3\u03bf\u03c5\u03bd \u03b1\u03c0\u03cc \u03bc\u03b9\u03b1 \u03c8\u03b7\u03c6\u03b9\u03b1\u03ba\u03ae \u03c0\u03bb\u03b1\u03c4\u03c6\u03cc\u03c1\u03bc\u03b1 \u03b4\u03b9\u03b1\u03c7\u03b5\u03af\u03c1\u03b9\u03c3\u03b7\u03c2 \u03c0\u03b5\u03c1\u03b9\u03bf\u03c5\u03c3\u03af\u03b1\u03c2 \u03ba\u03b1\u03b9 \u03bd\u03b1 \u03b5\u03be\u03b5\u03c1\u03b5\u03c5\u03bd\u03ae\u03c3\u03bf\u03c5\u03bd \u03c0\u03b9\u03b8\u03b1\u03bd\u03bf\u03cd\u03c2 \u03c3\u03c5\u03bd\u03b5\u03c1\u03b3\u03ac\u03c4\u03b5\u03c2.\u00bb<\/p>\n<p>\u0397 \u03ad\u03ba\u03b8\u03b5\u03c3\u03b7 \u03b1\u03bd\u03b1\u03b4\u03b5\u03b9\u03ba\u03bd\u03cd\u03b5\u03b9 \u03b1\u03c1\u03ba\u03b5\u03c4\u03ad\u03c2 \u03c3\u03c4\u03c1\u03b1\u03c4\u03b7\u03b3\u03b9\u03ba\u03ad\u03c2 \u03c0\u03c1\u03bf\u03c4\u03b5\u03c1\u03b1\u03b9\u03cc\u03c4\u03b7\u03c4\u03b5\u03c2 \u03c0\u03bf\u03c5 \u03b4\u03b9\u03b1\u03bc\u03bf\u03c1\u03c6\u03ce\u03bd\u03bf\u03c5\u03bd \u03c4\u03bf \u03c4\u03bf\u03c0\u03af\u03bf \u03b3\u03b9\u03b1 \u03c4\u03bf 2026:<\/p>\n<ul>\n<li>\u0391\u03cd\u03be\u03b7\u03c3\u03b7 \u03c4\u03b7\u03c2 \u03b1\u03c6\u03bf\u03c3\u03af\u03c9\u03c3\u03b7\u03c2 \u03c4\u03c9\u03bd \u03c0\u03b5\u03bb\u03b1\u03c4\u03ce\u03bd<\/li>\n<li>\u0392\u03b5\u03bb\u03c4\u03af\u03c9\u03c3\u03b7 \u03c4\u03b7\u03c2 \u03b5\u03bc\u03c0\u03b5\u03b9\u03c1\u03af\u03b1\u03c2 \u03ba\u03b1\u03b9 \u03c4\u03b7\u03c2 \u03b5\u03bc\u03c0\u03bb\u03bf\u03ba\u03ae\u03c2 \u03c4\u03c9\u03bd \u03c0\u03b5\u03bb\u03b1\u03c4\u03ce\u03bd<\/li>\n<li>\u039c\u03b5\u03af\u03c9\u03c3\u03b7 \u03c4\u03b7\u03c2 \u03c7\u03b5\u03b9\u03c1\u03bf\u03ba\u03af\u03bd\u03b7\u03c4\u03b7\u03c2 \u03b5\u03c1\u03b3\u03b1\u03c3\u03af\u03b1\u03c2 \u03ba\u03b1\u03b9 \u03b5\u03c0\u03b9\u03c4\u03ac\u03c7\u03c5\u03bd\u03c3\u03b7 \u03c4\u03b7\u03c2 \u03bb\u03ae\u03c8\u03b7\u03c2 \u03b1\u03c0\u03bf\u03c6\u03ac\u03c3\u03b5\u03c9\u03bd \u03b3\u03b9\u03b1 \u03c4\u03bf\u03c5\u03c2 \u03c7\u03c1\u03b7\u03bc\u03b1\u03c4\u03bf\u03bf\u03b9\u03ba\u03bf\u03bd\u03bf\u03bc\u03b9\u03ba\u03bf\u03cd\u03c2 \u03c3\u03c5\u03bc\u03b2\u03bf\u03cd\u03bb\u03bf\u03c5\u03c2<\/li>\n<\/ul>\n<p>\u03a3\u03b5 \u03b1\u03c0\u03cc\u03ba\u03c1\u03b9\u03c3\u03b7 \u03c3\u03b5 \u03b1\u03c5\u03c4\u03ad\u03c2 \u03c4\u03b9\u03c2 \u03b4\u03c5\u03bd\u03b1\u03bc\u03b9\u03ba\u03ad\u03c2 \u03c4\u03b7\u03c2 \u03b1\u03b3\u03bf\u03c1\u03ac\u03c2, \u03bf\u03b9 \u03c0\u03c1\u03bf\u03bc\u03b7\u03b8\u03b5\u03c5\u03c4\u03ad\u03c2 \u03b5\u03ba\u03c3\u03c5\u03b3\u03c7\u03c1\u03bf\u03bd\u03af\u03b6\u03bf\u03c5\u03bd \u03c4\u03b9\u03c2 \u03b1\u03c1\u03c7\u03b9\u03c4\u03b5\u03ba\u03c4\u03bf\u03bd\u03b9\u03ba\u03ad\u03c2 \u03c4\u03c9\u03bd \u03c0\u03bb\u03b1\u03c4\u03c6\u03bf\u03c1\u03bc\u03ce\u03bd \u03c4\u03bf\u03c5\u03c2, \u03b5\u03bd\u03c3\u03c9\u03bc\u03b1\u03c4\u03ce\u03bd\u03bf\u03c5\u03bd \u03b4\u03c5\u03bd\u03b1\u03c4\u03cc\u03c4\u03b7\u03c4\u03b5\u03c2 \u03a4\u039d \u03ba\u03b1\u03b9 \u03b5\u03b9\u03c3\u03ac\u03b3\u03bf\u03c5\u03bd \u03c0\u03b9\u03bf \u03b5\u03c5\u03ad\u03bb\u03b9\u03ba\u03c4\u03b1 \u03bc\u03bf\u03bd\u03c4\u03ad\u03bb\u03b1 \u03c4\u03b9\u03bc\u03bf\u03bb\u03cc\u03b3\u03b7\u03c3\u03b7\u03c2. \u03a4\u03b1\u03c5\u03c4\u03cc\u03c7\u03c1\u03bf\u03bd\u03b1, \u03c4\u03b1 \u03ba\u03b1\u03c4\u03b1\u03ba\u03b5\u03c1\u03bc\u03b1\u03c4\u03b9\u03c3\u03bc\u03ad\u03bd\u03b1 \u03c0\u03b1\u03bb\u03b1\u03b9\u03ac \u03c3\u03c5\u03c3\u03c4\u03ae\u03bc\u03b1\u03c4\u03b1 \u03ba\u03b1\u03b9 \u03bf\u03b9 \u03b1\u03bd\u03b5\u03c0\u03b1\u03c1\u03ba\u03b5\u03af\u03c2 \u03b2\u03ac\u03c3\u03b5\u03b9\u03c2 \u03b4\u03b5\u03b4\u03bf\u03bc\u03ad\u03bd\u03c9\u03bd \u03c0\u03b1\u03c1\u03b1\u03bc\u03ad\u03bd\u03bf\u03c5\u03bd \u03c3\u03b7\u03bc\u03b1\u03bd\u03c4\u03b9\u03ba\u03ac \u03b5\u03bc\u03c0\u03cc\u03b4\u03b9\u03b1 \u03b3\u03b9\u03b1 \u03c4\u03b7\u03bd \u03c5\u03b9\u03bf\u03b8\u03ad\u03c4\u03b7\u03c3\u03b7 \u03b1\u03c0\u03cc \u03c0\u03bf\u03bb\u03bb\u03ad\u03c2 \u03b5\u03c4\u03b1\u03b9\u03c1\u03b5\u03af\u03b5\u03c2<\/p>\n<p class=\"isSelectedEnd\">\u039c\u03ac\u03b8\u03b5\u03c4\u03b5 \u03c0\u03b5\u03c1\u03b9\u03c3\u03c3\u03cc\u03c4\u03b5\u03c1\u03b1 \u03b1\u03c0\u03bf\u03ba\u03c4\u03ce\u03bd\u03c4\u03b1\u03c2 \u03c0\u03c1\u03cc\u03c3\u03b2\u03b1\u03c3\u03b7 \u03c3\u03c4\u03b7\u03bd \u03ad\u03ba\u03b8\u03b5\u03c3\u03b7 \u03c4\u03b7\u03c2 Forrester, \u03b7 \u03bf\u03c0\u03bf\u03af\u03b1 \u03b5\u03af\u03bd\u03b1\u03b9 \u03b4\u03b9\u03b1\u03b8\u03ad\u03c3\u03b9\u03bc\u03b7 \u03b1\u03c0\u03bf\u03ba\u03bb\u03b5\u03b9\u03c3\u03c4\u03b9\u03ba\u03ac \u03c3\u03c4\u03bf\u03c5\u03c2 \u03c0\u03b5\u03bb\u03ac\u03c4\u03b5\u03c2 \u03c4\u03b7\u03c2 \u03b5\u03c4\u03b1\u03b9\u03c1\u03b5\u03af\u03b1\u03c2.<\/p>\n<p><em>Forrester, The Digital Wealth Management Platforms Landscape, Q2 2026, Tom Mouhsian, David Hoffman, Angela Lozada, Jen Barton, 9 \u0399\u03bf\u03c5\u03bd\u03af\u03bf\u03c5 2026.<\/em><\/p>\n<a href=\"https:\/\/www.profilesw.com\/forrester-report-the-digital-wealth-management-platforms-landscape-q2-2026\/\" class=\"btn btn-medium btn-blue-transparent\">Download the report<\/a>\n","protected":false},"featured_media":21033,"template":"","tags":[676,190],"insight_category":[236],"topic":[286],"class_list":["post-25753","insight","type-insight","status-publish","has-post-thumbnail","hentry","tag-investement-management","tag-wealth-management-el","insight_category-ektheseis","topic-investment-management-el"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Forrester Report: Digital Wealth Management Platforms Landscape, Q2 2026 - Profile Software<\/title>\n<meta name=\"description\" content=\"\u0391\u03c0\u03bf\u03ba\u03c4\u03ae\u03c3\u03c4\u03b5 \u03c0\u03c1\u03cc\u03c3\u03b2\u03b1\u03c3\u03b7 \u03c3\u03c4\u03bf Forrester Report Q2 2026 \u03b3\u03b9\u03b1 Digital Wealth Management \u03ba\u03b1\u03b9 \u03b1\u03bd\u03b1\u03ba\u03b1\u03bb\u03cd\u03c8\u03c4\u03b5 insights \u03b3\u03b9\u03b1 \u03c4\u03b7\u03bd \u03b5\u03be\u03ad\u03bb\u03b9\u03be\u03b7 \u03c4\u03b7\u03c2 \u03c4\u03b5\u03c7\u03bd\u03bf\u03bb\u03bf\u03b3\u03af\u03b1\u03c2 \u03c3\u03c4\u03bf\u03bd \u03ba\u03bb\u03ac\u03b4\u03bf.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.profilesw.com\/el\/insights\/q2-2026-digital-wealth-management-forrester-report\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Forrester Report: Digital Wealth Management Platforms Landscape, Q2 2026 - Profile Software\" \/>\n<meta property=\"og:description\" content=\"\u0391\u03c0\u03bf\u03ba\u03c4\u03ae\u03c3\u03c4\u03b5 \u03c0\u03c1\u03cc\u03c3\u03b2\u03b1\u03c3\u03b7 \u03c3\u03c4\u03bf Forrester Report Q2 2026 \u03b3\u03b9\u03b1 Digital Wealth Management \u03ba\u03b1\u03b9 \u03b1\u03bd\u03b1\u03ba\u03b1\u03bb\u03cd\u03c8\u03c4\u03b5 insights \u03b3\u03b9\u03b1 \u03c4\u03b7\u03bd \u03b5\u03be\u03ad\u03bb\u03b9\u03be\u03b7 \u03c4\u03b7\u03c2 \u03c4\u03b5\u03c7\u03bd\u03bf\u03bb\u03bf\u03b3\u03af\u03b1\u03c2 \u03c3\u03c4\u03bf\u03bd \u03ba\u03bb\u03ac\u03b4\u03bf.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.profilesw.com\/el\/insights\/q2-2026-digital-wealth-management-forrester-report\/\" \/>\n<meta property=\"og:site_name\" content=\"Profile Software\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/ProfileSoftware.FinancialTechnology\" \/>\n<meta property=\"article:modified_time\" content=\"2026-08-06T09:19:55+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.profilesw.com\/wp-content\/uploads\/2024\/05\/Forrester-Report.png\" \/>\n\t<meta property=\"og:image:width\" content=\"920\" \/>\n\t<meta property=\"og:image:height\" content=\"612\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@PROFILESoftware\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.profilesw.com\\\/el\\\/insights\\\/q2-2026-digital-wealth-management-forrester-report\\\/\",\"url\":\"https:\\\/\\\/www.profilesw.com\\\/el\\\/insights\\\/q2-2026-digital-wealth-management-forrester-report\\\/\",\"name\":\"Forrester Report: Digital Wealth Management Platforms Landscape, Q2 2026 - Profile Software\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.profilesw.com\\\/el\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.profilesw.com\\\/el\\\/insights\\\/q2-2026-digital-wealth-management-forrester-report\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.profilesw.com\\\/el\\\/insights\\\/q2-2026-digital-wealth-management-forrester-report\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.profilesw.com\\\/wp-content\\\/uploads\\\/2024\\\/05\\\/Forrester-Report.png\",\"datePublished\":\"2026-06-22T11:41:28+00:00\",\"dateModified\":\"2026-08-06T09:19:55+00:00\",\"description\":\"\u0391\u03c0\u03bf\u03ba\u03c4\u03ae\u03c3\u03c4\u03b5 \u03c0\u03c1\u03cc\u03c3\u03b2\u03b1\u03c3\u03b7 \u03c3\u03c4\u03bf Forrester Report Q2 2026 \u03b3\u03b9\u03b1 Digital Wealth Management \u03ba\u03b1\u03b9 \u03b1\u03bd\u03b1\u03ba\u03b1\u03bb\u03cd\u03c8\u03c4\u03b5 insights \u03b3\u03b9\u03b1 \u03c4\u03b7\u03bd \u03b5\u03be\u03ad\u03bb\u03b9\u03be\u03b7 \u03c4\u03b7\u03c2 \u03c4\u03b5\u03c7\u03bd\u03bf\u03bb\u03bf\u03b3\u03af\u03b1\u03c2 \u03c3\u03c4\u03bf\u03bd \u03ba\u03bb\u03ac\u03b4\u03bf.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.profilesw.com\\\/el\\\/insights\\\/q2-2026-digital-wealth-management-forrester-report\\\/#breadcrumb\"},\"inLanguage\":\"\u0395\u03bb\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.profilesw.com\\\/el\\\/insights\\\/q2-2026-digital-wealth-management-forrester-report\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"\u0395\u03bb\",\"@id\":\"https:\\\/\\\/www.profilesw.com\\\/el\\\/insights\\\/q2-2026-digital-wealth-management-forrester-report\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.profilesw.com\\\/wp-content\\\/uploads\\\/2024\\\/05\\\/Forrester-Report.png\",\"contentUrl\":\"https:\\\/\\\/www.profilesw.com\\\/wp-content\\\/uploads\\\/2024\\\/05\\\/Forrester-Report.png\",\"width\":920,\"height\":612,\"caption\":\"Forrester Report\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.profilesw.com\\\/el\\\/insights\\\/q2-2026-digital-wealth-management-forrester-report\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.profilesw.com\\\/el\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"\u0394\u03b7\u03bc\u03bf\u03c3\u03b9\u03b5\u03cd\u03c3\u03b5\u03b9\u03c2\",\"item\":\"https:\\\/\\\/www.profilesw.com\\\/el\\\/insights\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Forrester Report: Digital Wealth Management Platforms Landscape, Q2 2026\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.profilesw.com\\\/el\\\/#website\",\"url\":\"https:\\\/\\\/www.profilesw.com\\\/el\\\/\",\"name\":\"Profile Software\",\"description\":\"Banking &amp; Wealth Management Software\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.profilesw.com\\\/el\\\/#organization\"},\"alternateName\":\"Profile\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.profilesw.com\\\/el\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"\u0395\u03bb\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.profilesw.com\\\/el\\\/#organization\",\"name\":\"Profile Software\",\"alternateName\":\"Profile\",\"url\":\"https:\\\/\\\/www.profilesw.com\\\/el\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"\u0395\u03bb\",\"@id\":\"https:\\\/\\\/www.profilesw.com\\\/el\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.profilesw.com\\\/wp-content\\\/uploads\\\/2024\\\/08\\\/Profile-Software-logo-2.png\",\"contentUrl\":\"https:\\\/\\\/www.profilesw.com\\\/wp-content\\\/uploads\\\/2024\\\/08\\\/Profile-Software-logo-2.png\",\"width\":696,\"height\":696,\"caption\":\"Profile Software\"},\"image\":{\"@id\":\"https:\\\/\\\/www.profilesw.com\\\/el\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/ProfileSoftware.FinancialTechnology\",\"https:\\\/\\\/x.com\\\/PROFILESoftware\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/profile-software\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Forrester Report: Digital Wealth Management Platforms Landscape, Q2 2026 - Profile Software","description":"\u0391\u03c0\u03bf\u03ba\u03c4\u03ae\u03c3\u03c4\u03b5 \u03c0\u03c1\u03cc\u03c3\u03b2\u03b1\u03c3\u03b7 \u03c3\u03c4\u03bf Forrester Report Q2 2026 \u03b3\u03b9\u03b1 Digital Wealth Management \u03ba\u03b1\u03b9 \u03b1\u03bd\u03b1\u03ba\u03b1\u03bb\u03cd\u03c8\u03c4\u03b5 insights \u03b3\u03b9\u03b1 \u03c4\u03b7\u03bd \u03b5\u03be\u03ad\u03bb\u03b9\u03be\u03b7 \u03c4\u03b7\u03c2 \u03c4\u03b5\u03c7\u03bd\u03bf\u03bb\u03bf\u03b3\u03af\u03b1\u03c2 \u03c3\u03c4\u03bf\u03bd \u03ba\u03bb\u03ac\u03b4\u03bf.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.profilesw.com\/el\/insights\/q2-2026-digital-wealth-management-forrester-report\/","og_locale":"en_US","og_type":"article","og_title":"Forrester Report: Digital Wealth Management Platforms Landscape, Q2 2026 - Profile Software","og_description":"\u0391\u03c0\u03bf\u03ba\u03c4\u03ae\u03c3\u03c4\u03b5 \u03c0\u03c1\u03cc\u03c3\u03b2\u03b1\u03c3\u03b7 \u03c3\u03c4\u03bf Forrester Report Q2 2026 \u03b3\u03b9\u03b1 Digital Wealth Management \u03ba\u03b1\u03b9 \u03b1\u03bd\u03b1\u03ba\u03b1\u03bb\u03cd\u03c8\u03c4\u03b5 insights \u03b3\u03b9\u03b1 \u03c4\u03b7\u03bd \u03b5\u03be\u03ad\u03bb\u03b9\u03be\u03b7 \u03c4\u03b7\u03c2 \u03c4\u03b5\u03c7\u03bd\u03bf\u03bb\u03bf\u03b3\u03af\u03b1\u03c2 \u03c3\u03c4\u03bf\u03bd \u03ba\u03bb\u03ac\u03b4\u03bf.","og_url":"https:\/\/www.profilesw.com\/el\/insights\/q2-2026-digital-wealth-management-forrester-report\/","og_site_name":"Profile Software","article_publisher":"https:\/\/www.facebook.com\/ProfileSoftware.FinancialTechnology","article_modified_time":"2026-08-06T09:19:55+00:00","og_image":[{"width":920,"height":612,"url":"https:\/\/www.profilesw.com\/wp-content\/uploads\/2024\/05\/Forrester-Report.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_site":"@PROFILESoftware","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.profilesw.com\/el\/insights\/q2-2026-digital-wealth-management-forrester-report\/","url":"https:\/\/www.profilesw.com\/el\/insights\/q2-2026-digital-wealth-management-forrester-report\/","name":"Forrester Report: Digital Wealth Management Platforms Landscape, Q2 2026 - Profile Software","isPartOf":{"@id":"https:\/\/www.profilesw.com\/el\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.profilesw.com\/el\/insights\/q2-2026-digital-wealth-management-forrester-report\/#primaryimage"},"image":{"@id":"https:\/\/www.profilesw.com\/el\/insights\/q2-2026-digital-wealth-management-forrester-report\/#primaryimage"},"thumbnailUrl":"https:\/\/www.profilesw.com\/wp-content\/uploads\/2024\/05\/Forrester-Report.png","datePublished":"2026-06-22T11:41:28+00:00","dateModified":"2026-08-06T09:19:55+00:00","description":"\u0391\u03c0\u03bf\u03ba\u03c4\u03ae\u03c3\u03c4\u03b5 \u03c0\u03c1\u03cc\u03c3\u03b2\u03b1\u03c3\u03b7 \u03c3\u03c4\u03bf Forrester Report Q2 2026 \u03b3\u03b9\u03b1 Digital Wealth Management \u03ba\u03b1\u03b9 \u03b1\u03bd\u03b1\u03ba\u03b1\u03bb\u03cd\u03c8\u03c4\u03b5 insights \u03b3\u03b9\u03b1 \u03c4\u03b7\u03bd \u03b5\u03be\u03ad\u03bb\u03b9\u03be\u03b7 \u03c4\u03b7\u03c2 \u03c4\u03b5\u03c7\u03bd\u03bf\u03bb\u03bf\u03b3\u03af\u03b1\u03c2 \u03c3\u03c4\u03bf\u03bd \u03ba\u03bb\u03ac\u03b4\u03bf.","breadcrumb":{"@id":"https:\/\/www.profilesw.com\/el\/insights\/q2-2026-digital-wealth-management-forrester-report\/#breadcrumb"},"inLanguage":"\u0395\u03bb","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.profilesw.com\/el\/insights\/q2-2026-digital-wealth-management-forrester-report\/"]}]},{"@type":"ImageObject","inLanguage":"\u0395\u03bb","@id":"https:\/\/www.profilesw.com\/el\/insights\/q2-2026-digital-wealth-management-forrester-report\/#primaryimage","url":"https:\/\/www.profilesw.com\/wp-content\/uploads\/2024\/05\/Forrester-Report.png","contentUrl":"https:\/\/www.profilesw.com\/wp-content\/uploads\/2024\/05\/Forrester-Report.png","width":920,"height":612,"caption":"Forrester Report"},{"@type":"BreadcrumbList","@id":"https:\/\/www.profilesw.com\/el\/insights\/q2-2026-digital-wealth-management-forrester-report\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.profilesw.com\/el\/"},{"@type":"ListItem","position":2,"name":"\u0394\u03b7\u03bc\u03bf\u03c3\u03b9\u03b5\u03cd\u03c3\u03b5\u03b9\u03c2","item":"https:\/\/www.profilesw.com\/el\/insights\/"},{"@type":"ListItem","position":3,"name":"Forrester Report: Digital Wealth Management Platforms Landscape, Q2 2026"}]},{"@type":"WebSite","@id":"https:\/\/www.profilesw.com\/el\/#website","url":"https:\/\/www.profilesw.com\/el\/","name":"Profile Software","description":"Banking &amp; Wealth Management Software","publisher":{"@id":"https:\/\/www.profilesw.com\/el\/#organization"},"alternateName":"Profile","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.profilesw.com\/el\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"\u0395\u03bb"},{"@type":"Organization","@id":"https:\/\/www.profilesw.com\/el\/#organization","name":"Profile Software","alternateName":"Profile","url":"https:\/\/www.profilesw.com\/el\/","logo":{"@type":"ImageObject","inLanguage":"\u0395\u03bb","@id":"https:\/\/www.profilesw.com\/el\/#\/schema\/logo\/image\/","url":"https:\/\/www.profilesw.com\/wp-content\/uploads\/2024\/08\/Profile-Software-logo-2.png","contentUrl":"https:\/\/www.profilesw.com\/wp-content\/uploads\/2024\/08\/Profile-Software-logo-2.png","width":696,"height":696,"caption":"Profile Software"},"image":{"@id":"https:\/\/www.profilesw.com\/el\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/ProfileSoftware.FinancialTechnology","https:\/\/x.com\/PROFILESoftware","https:\/\/www.linkedin.com\/company\/profile-software"]}]}},"_links":{"self":[{"href":"https:\/\/www.profilesw.com\/el\/wp-json\/wp\/v2\/insight\/25753","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.profilesw.com\/el\/wp-json\/wp\/v2\/insight"}],"about":[{"href":"https:\/\/www.profilesw.com\/el\/wp-json\/wp\/v2\/types\/insight"}],"version-history":[{"count":6,"href":"https:\/\/www.profilesw.com\/el\/wp-json\/wp\/v2\/insight\/25753\/revisions"}],"predecessor-version":[{"id":26357,"href":"https:\/\/www.profilesw.com\/el\/wp-json\/wp\/v2\/insight\/25753\/revisions\/26357"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.profilesw.com\/el\/wp-json\/wp\/v2\/media\/21033"}],"wp:attachment":[{"href":"https:\/\/www.profilesw.com\/el\/wp-json\/wp\/v2\/media?parent=25753"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.profilesw.com\/el\/wp-json\/wp\/v2\/tags?post=25753"},{"taxonomy":"insight_category","embeddable":true,"href":"https:\/\/www.profilesw.com\/el\/wp-json\/wp\/v2\/insight_category?post=25753"},{"taxonomy":"topic","embeddable":true,"href":"https:\/\/www.profilesw.com\/el\/wp-json\/wp\/v2\/topic?post=25753"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}